JEF Jefferies Financial Group Inc. Common Stock

NYSE · Financial Services · View on SEC EDGAR ↗
$53.06
Price · Aug 18, 2026
Fundamentals as of Jul 9, 2026
52W Range
$36–$71
49% of range
Analyst Rating
BUY
10 analysts
Price Target
$62
+16% upside
P/E (TTM)
20.3
ROE
6.6%
Net Profit Margin
6.3%

JEF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$53.06
Market Cap
—
P/E (TTM)
20.3
EPS (TTM)
$2.83
Revenue (TTM)
$10.82B
Div Yield
—
ROE
6.6%
Debt/Equity
0.2
52W Range
$36 – $71

JEF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $10.82B
9-point trend, +114.4%
2017-12-31 → 2025-11-30
EPS $2.83
10-point trend, +73.6%
2017-11-30 → 2025-11-30
Free Cash Flow $-1.70B
4-point trend, -207.7%
2022-11-30 → 2025-11-30
Margins 6.3%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
JEF
Peer Median
P/E (TTM)
5-point trend, +247.0%
20.3
18.4

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
JEF
Peer Median
Net Profit Margin
5-point trend, -65.8%
6.3%
10.8%
ROA
5-point trend, -67.0%
0.97%
2.4%
ROE
5-point trend, -60.6%
6.6%
18.5%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
JEF
Peer Median
Debt / Equity
5-point trend, +695.7%
0.2
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
JEF
Peer Median
Revenue YoY
5-point trend, +21.0%
2.9%
—
Revenue CAGR 3Y
5-point trend, +21.0%
14.8%
—
Revenue CAGR 5Y
5-point trend, +21.0%
9.5%
—
EPS YoY
5-point trend, -53.8%
-5.3%
—
Net Income YoY
5-point trend, -59.3%
-4.7%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
JEF
Peer Median
EPS (Diluted)
5-point trend, -53.8%
$2.83
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
JEF
Peer Median
Payout Ratio
5-point trend, +310.6%
54.9%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
54.9%
5Y Div CAGR
—
Ex-dateAmount
May 18, 2026$0.4000
Feb. 17, 2026$0.4000
Nov. 17, 2025$0.4000
Aug. 18, 2025$0.4000
May 19, 2025$0.4000
Feb. 14, 2025$0.4000
Nov. 18, 2024$0.3500
Aug. 19, 2024$0.3500
May 17, 2024$0.3000
Feb. 15, 2024$0.3000
Nov. 10, 2023$0.3000
Aug. 11, 2023$0.3000
May 12, 2023$0.3000
Feb. 10, 2023$0.3000
Nov. 10, 2022$0.2868
Aug. 12, 2022$0.2868
May 13, 2022$0.2868
Feb. 11, 2022$0.2868
Nov. 12, 2021$0.2390
Aug. 13, 2021$0.2390

JEF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 10 analysts
  • Strong Buy 2 20.0%
  • Buy 4 40.0%
  • Hold 4 40.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

6 analysts · 2026-08-18
Median target $62.50 +17.8%
Mean target $61.50 +15.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.05%
Next Report
Sep 28, 2026
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.02 $1.17 -0.15%
March 31, 2026 $0.70 $0.97 -0.27%
Dec. 31, 2025 $0.96 $0.95 0.01%
Sept. 30, 2025 $1.01 $0.81 0.20%
June 30, 2025 $0.40 $0.44 -0.04%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
JEF — 20.3 2.9% 6.3% 6.6% —
IBKR — 29.0 23.4% — — —
HOOD $101.94B 55.2 51.6% 42.1% 21.9% —
RJF $34.20B 16.8 6.6% 13.4% 17.7% —
LPLA — 32.7 37.2% 5.1% 16.6% —
SF — 14.2 6.7% 10.8% 11.7% —
EVR — 24.2 29.5% 15.3% 31.7% —
FRHC $8.88B 57.7 9.3% 7.0% 11.3% —
VIRT — 6.5 26.2% 12.9% 58.4% —
HLI — 23.1 9.6% 16.3% 18.6% —
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 14
Annual Income Statement data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -12.3% $10.82B $10.52B $7.44B $7.15B $8.95B $6.88B $5.36B $5.01B $5.05B $10.88B $11.68B $12.33B
Cost of Revenue 12-point trend, -97.6% $191M $206M $29M $441M $471M $339M $320M $307M $281M $6.85B $7.68B $8.02B
SG&A Expense 8-point trend, -100.0% · · · · $0 $0 $1.01B $961M $778M $832M $758M $796M
Operating Expenses 8-point trend, -48.1% · · · · $5.84B $4.87B $3.62B $3.52B $3.40B $9.90B $10.64B $11.24B
Interest Expense 10-point trend, +2166.5% · · $2.74B $1.17B $932M $1.03B $87M $89M $101M $109M $116M $121M
Interest Income 6-point trend, -99.9% $1M $3M · · · · · · $994M $926M $955M $1.05B
Pretax Income 12-point trend, +128.5% $871M $1.01B $354M $1.06B $2.25B $1.07B $479M $296M $607M $316M $357M $381M
Income Tax 12-point trend, +11.2% $185M $293M $92M $274M $577M $299M $-484M $19M $642M $122M $110M $166M
Net Income 12-point trend, +233.8% $682M $716M $262M $782M $1.68B $768M $960M $1.02B $167M $126M $280M $204M
EPS (Basic) 12-point trend, +442.6% $2.93 $3.08 $1.12 $3.13 $6.29 $2.68 $3.07 $2.93 $0.45 $0.34 $0.74 $0.54
EPS (Diluted) 12-point trend, +424.1% $2.83 $2.99 $1.10 $3.06 $6.13 $2.65 $3.03 $2.90 $0.45 $0.34 $0.74 $0.54
Shares (Basic) 12-point trend, -42.2% 215,096,000 217,079,000 232,609,000 247,378,000 263,595,000 285,693,000 310,694,000 347,261,000 368,197,000 371,211,000 372,430,000 371,889,000
Shares (Diluted) 12-point trend, -40.3% 222,746,000 223,650,000 236,620,000 255,571,000 271,501,000 290,490,000 317,032,000 351,275,000 370,701,000 371,518,000 372,431,000 373,333,000
EBITDA 6-point trend, +21.4% $192M $190M $112M $173M $157M $158M · · · · · ·
Balance Sheet 18
Annual Balance Sheet data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +228.4% $14.04B $12.15B $8.53B $9.70B $10.76B $9.06B $7.68B $5.26B $5.28B $3.81B $3.64B $4.28B
Inventory 3-point trend, -26.7% · · · · · · · · · $310M $288M $423M
PP&E (Net) 6-point trend, -47.0% · · · · · · $385M $351M $750M $709M $722M $726M
PP&E (Gross) 4-point trend, +18.6% · · · · · · · · $1.36B $1.23B $1.26B $1.15B
Accum. Depreciation 9-point trend, +115.1% $907M $816M $552M $525M $526M · · · $611M $518M $539M $422M
Goodwill 12-point trend, +5.5% $1.84B $1.83B $1.85B $1.74B $1.75B $1.75B $1.74B $1.70B $1.72B $1.72B $1.74B $1.74B
Intangibles 12-point trend, -79.3% $203M $226M $197M $139M $152M $167M $183M $188M $741M $798M $912M $978M
Total Assets 12-point trend, +44.5% $76.01B $64.36B $57.91B $51.06B $56.11B $53.12B $49.46B $47.13B $47.17B $45.07B $46.33B $52.61B
Short-term Debt 12-point trend, +14626.7% $1.77B $443M $990M $528M $222M $765M $548M $387M $436M $526M $311M $12M
Total Liabilities 12-point trend, +55.9% $65.37B $54.13B $48.10B $40.63B $45.38B $43.53B $39.71B $36.91B $36.48B $34.31B $35.55B $41.94B
Long-term Debt 12-point trend, +86.4% $15.90B $13.53B $9.70B $8.77B $9.13B $8.35B $8.34B $7.62B $7.89B $7.38B $7.40B $8.53B
Total Debt 9-point trend, +14626.7% $1.77B $443M $990M $528M $222M $765M · · $436M $526M · $12M
Common Stock 9-point trend, -38.5% · · · $226M $244M $250M $292M $308M $356M $359M $363M $367M
Retained Earnings 12-point trend, +93.6% $8.57B $8.27B $7.85B $8.42B $7.94B $6.53B $5.93B $5.61B $4.70B $4.65B $4.61B $4.43B
AOCI 12-point trend, -186.0% $-384M $-423M $-396M $-379M $-372M $-289M $-273M $288M $373M $311M $439M $447M
Stockholders' Equity 12-point trend, +2.6% $10.57B $10.16B $9.71B $10.23B $10.55B $9.40B $9.58B $10.06B $10.11B $10.13B $10.40B $10.30B
Liabilities + Equity 12-point trend, +44.4% $76.01B $64.36B $57.91B $51.06B $56.11B $53.12B $49.46B $47.13B $47.17B $45.07B $46.33B $52.62B
Shares Outstanding 11-point trend, -43.9% 206,296,167 · 210,626,642 226,129,626 243,541,431 249,750,542 291,644,153 307,515,472 356,227,038 359,425,061 362,617,423 367,498,615
Cash Flow 18
Annual Cash Flow data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +3.4% $192M $190M $112M $173M $157M $158M $153M $120M $110M $212M $224M $186M
Stock-based Comp 12-point trend, -19.6% $88M $63M $45M $44M $78M $40M $50M $48M $48M $34M $74M $110M
Deferred Tax 12-point trend, -18.9% $110M $-4M $10M $-70M $97M $65M $6M $-40M $596M $119M $131M $136M
Amort. of Intangibles 12-point trend, -49.4% $34M $30M $9M $11M $14M $15M $15M $13M $13M $63M $64M $66M
Other Non-cash 6-point trend, -346.1% $-2.57B $-1.11B $-2.36B $877M $-427M $1.04B · · · · · ·
Operating Cash Flow 12-point trend, -51.5% $-1.50B $-140M $-1.93B $1.80B $1.58B $2.06B $-828M $691M $788M $609M $-762M $-987M
CapEx 6-point trend, +17.2% $207M $251M $1M $224M $166M $177M · · · · · ·
Investing Cash Flow 12-point trend, -166.5% $-299M $210M $-12M $-61M $-410M $-166M $1.71B $142M $-55M $-640M $781M $449M
Net Debt Issued 4-point trend, -392.1% $-4.06B $-2.43B $-1.28B $-825M · · · · · · · ·
Stock Issued 6-point trend, -49.2% · · · · · · $1M $4M $2M $1M $1M $2M
Stock Repurchased 12-point trend, -22.7% $59M $44M $169M $860M $269M $817M $510M $1.13B $100M $95M $126M $76M
Net Stock Activity 9-point trend, +20.4% $-59M $-44M $-169M $-860M $-269M $-817M · · $-99M $-94M · $-74M
Dividends Paid 12-point trend, +302.0% $374M $303M $279M $280M $223M $161M $150M $152M $117M $91M $93M $93M
Financing Cash Flow 10-point trend, +15.5% · · $1.06B $-2.84B $994M $-724M $1.59B $-576M $435M $231M $-652M $918M
Net Change in Cash 12-point trend, +386.5% $1.80B $3.35B $-831M $-1.12B $2.16B $1.18B $2.47B $238M $1.18B $169M $-638M $369M
Taxes Paid 12-point trend, +2855.2% $292M $258M $159M $214M $727M $25.0K $25M $38M $15M $-14M $510.0K $10M
Free Cash Flow 4-point trend, -207.7% $-1.70B $-391M $-1.93B $1.58B · · · · · · · ·
Levered FCF 2-point trend, -655.5% · · $-3.96B $714M · · · · · · · ·
Profitability 5
Annual Profitability data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 9-point trend, +279.5% 6.3% 6.8% 3.5% 10.9% 18.4% 11.1% · · 1.4% 1.2% · 1.7%
Pretax Margin 9-point trend, +160.5% 8.1% 9.6% 4.8% 14.8% 24.9% 15.3% · · 8.2% 2.9% · 3.1%
EBITDA Margin 6-point trend, -21.9% 1.8% 1.8% 1.5% 2.4% 1.7% 2.3% · · · · · ·
ROA 9-point trend, +136.6% 0.97% 1.2% 0.48% 1.5% 2.9% 1.5% · · 0.36% 0.28% · 0.41%
ROE 9-point trend, +229.0% 6.6% 7.2% 2.6% 7.5% 16.7% 8.1% · · 1.7% 1.2% · 2.0%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 9-point trend, +13825.0% 0.2 0.0 0.1 0.1 0.0 0.1 · · 0.0 0.1 · 0.0
Efficiency 2
Annual Efficiency data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 9-point trend, -37.2% 0.2 0.2 0.1 0.1 0.2 0.1 · · 0.3 0.2 · 0.2
Inventory Turnover 2-point trend, +12.4% · · · · · · · · · 22.9 · 20.4
Per Share 7
Annual Per Share data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 7-point trend, +64.4% · · $46.10 $45.25 $43.33 $37.65 · · $28.37 $28.18 · $28.03
Revenue / Share 9-point trend, +47.1% $48.59 $47.02 $31.45 $27.97 $33.30 $23.95 · · $33.47 $29.27 · $33.04
Cash Flow / Share 9-point trend, -153.8% $-6.71 $-0.63 $-8.17 $7.06 $5.79 $7.15 · · $2.89 $1.64 · $-2.64
Cash / Share 7-point trend, +247.8% · · $40.48 $42.91 $44.16 $36.26 · · $14.81 $10.59 · $11.64
Dividend / Share 11-point trend, +540.0% $2 $1 $1 $1 $1 $1 $0 $0 $0 $0 $0 ·
Dividend Paid / Share 4-point trend, +30.0% · · · · · · · · $0 $0 $0 $0
EPS (TTM) 11-point trend, +424.1% $2.83 $2.99 $1.10 $3.06 $6.13 $2.65 $3.03 · $0.45 $0.34 $0.74 $0.54
Growth Rates 10
Annual Growth Rates data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -90.2% 2.9% 41.3% 4.1% -20.1% 30.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +459.6% 14.8% 5.5% 2.6% · · · · · · · · ·
Revenue CAGR 5Y 9.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -104.1% -5.3% 171.8% -64.0% -50.1% 131.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, +89.9% -2.6% -21.3% -25.4% · · · · · · · · ·
EPS CAGR 5Y 1.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -104.0% -4.7% 172.9% -66.4% -53.4% 118.3% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +85.2% -4.4% -24.7% -30.1% · · · · · · · · ·
Net Income CAGR 5Y -2.4% · · · · · · · · · · ·
Dividend CAGR 5Y 18.4% · · · · · · · · · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for JEF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 11-point trend, -12.3% $10.82B $10.52B $7.44B $7.15B $8.95B $6.88B $5.36B · $5.05B $10.88B $11.68B $12.33B
Net Income TTM 11-point trend, +233.8% $682M $716M $262M $782M $1.68B $768M $960M · $167M $126M $280M $204M
Market Cap 7-point trend, +1.2% · · $7.46B $8.21B $8.75B $5.43B · · $8.45B $7.48B · $7.38B
Enterprise Value 7-point trend, -102.3% · · $-72M $-962M $-1.78B $-2.86B · · $3.61B $4.20B · $3.11B
P/E 11-point trend, -45.3% 20.3 26.5 32.2 11.9 5.9 8.2 6.6 · 52.7 61.2 21.0 37.2
P/S 7-point trend, +67.8% · · 1.0 1.1 1.0 0.8 · · 1.7 0.7 · 0.6
P/B 7-point trend, +7.4% · · 0.8 0.8 0.8 0.6 · · 0.8 0.7 · 0.7
P / Tangible Book 4-point trend, +34.4% · · 1.0 1.0 1.0 0.7 · · · · · ·
P / Cash Flow 7-point trend, +48.3% · · -3.9 4.6 5.6 2.6 · · 7.9 12.3 · -7.5
P / FCF 2-point trend, -174.2% · · -3.9 5.2 · · · · · · · ·
EV / EBITDA 4-point trend, +96.4% · · -0.6 -5.6 -11.3 -18.1 · · · · · ·
EV / FCF 2-point trend, +106.1% · · 0.0 -0.6 · · · · · · · ·
EV / Revenue 7-point trend, -103.8% · · -0.0 -0.1 -0.2 -0.4 · · 0.7 0.4 · 0.3
Dividend Yield 7-point trend, +196.0% · · 3.7% 3.4% 2.5% 3.0% · · 1.4% 1.2% · 1.3%
Earnings Yield 11-point trend, +82.9% 4.9% 3.8% 3.1% 8.4% 17.1% 12.2% 15.2% · 1.9% 1.6% 4.8% 2.7%
Payout Ratio 9-point trend, +20.4% 54.9% 42.3% 106.2% 35.8% 13.4% 20.9% · · 70.2% 72.5% · 45.6%
Annual Payout 11-point trend, +302.0% $374M $303M $279M $280M $223M $161M $150M · $117M $91M $93M $93M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-11-302024-11-302023-11-302022-11-302021-11-30
Revenue $10.82B$10.52B$7.44B$7.15B$8.95B
Net Income $682M$716M$262M$782M$1.68B
Diluted EPS $2.83$2.99$1.10$3.06$6.13
Balance Sheet
2025-11-302024-11-302023-11-302022-11-302021-11-30
Debt / Equity 0.20.00.10.10.0
Cash Flow
2025-11-302024-11-302023-11-302022-11-302021-11-30
Free Cash Flow $-1.70B$-391M$-1.93B$1.58B—

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Institutional owners (13F) 650 filers · $4.8B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
97 (-3 vs prior Q) 58 (-53 vs prior Q) 188 (-39 vs prior Q) 204 (+42 vs prior Q) +10.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $355,316,916 7,109,182 7.44% Shares
VANGUARD CAPITAL MANAGEMENT LLC $334,509,793 6,692,873 7.01% Shares
SUMITOMO MITSUI FINANCIAL GROUP, INC. $321,338,263 6,429,337 6.73% Shares
STATE STREET CORP $248,121,012 4,964,406 5.20% Shares
MASSACHUSETTS MUTUAL LIFE INSURANCE CO $232,625,013 4,654,362 4.87% Shares
TWO SIGMA INVESTMENTS, LP $160,189,748 3,205,077 3.36% Shares
ALLIANCEBERNSTEIN L.P. $138,165,687 3,347,848 2.89% Shares
D. E. Shaw & Co., Inc. $137,621,429 2,753,530 2.88% Shares
First Pacific Advisors, LP $135,159,165 2,704,265 2.83% Shares
NORGES BANK $132,262,074 2,646,300 2.77% Shares
DIMENSIONAL FUND ADVISORS LP $128,994,625 2,580,925 2.70% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $127,242,033 2,545,859 2.67% Shares
GEODE CAPITAL MANAGEMENT, LLC $116,688,442 2,333,924 2.44% Shares
BAMCO INC /NY/ $107,044,365 2,141,744 2.24% Shares
Freestone Grove Partners LP $79,537,372 1,591,384 1.67% Shares
BARCLAYS PLC $77,007,534 1,540,767 1.61% Shares
BECK MACK & OLIVER LLC $61,083,907 1,222,167 1.28% Shares
Assenagon Asset Management S.A. $51,367,995 1,027,771 1.08% Shares
VANGUARD FIDUCIARY TRUST CO $50,841,605 1,017,239 1.06% Shares
NewEdge Wealth, LLC $49,900,677 998,413 1.05% Shares
FIRST TRUST ADVISORS LP $46,399,657 928,364 0.97% Shares
Moerus Capital Management LLC $45,500,293 910,370 0.95% Shares
GOLDMAN SACHS GROUP INC $41,186,185 824,053 0.86% Shares
Balyasny Asset Management L.P. $41,022,135 820,771 0.86% Shares
Bank of New York Mellon Corp $38,206,461 764,435 0.80% Shares
PRIVATE MANAGEMENT GROUP INC $37,630,842 752,918 0.79% Shares
Squarepoint Ops LLC $37,551,174 751,324 0.79% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $35,080,962 701,900 0.73% Put option
CAPITAL FUND MANAGEMENT S.A. $34,414,228 688,560 0.72% Shares
Mraz, Amerine & Associates, Inc. $30,843,757 617,122 0.65% Shares
BANK OF AMERICA CORP /DE/ $27,467,958 549,579 0.58% Shares
Longaeva Partners L.P. $25,973,406 519,676 0.54% Shares
Hosking Partners LLP $25,180,474 503,811 0.53% Shares
CITADEL ADVISORS LLC $23,732,653 474,843 0.50% Shares
Retirement Systems of Alabama $22,052,475 441,226 0.46% Shares
BlackRock, Inc. $21,909,083 438,357 0.46% Shares
Berkshire Hathaway Inc $21,669,229 433,558 0.45% Shares
RHUMBLINE ADVISERS $20,862,754 417,423 0.44% Shares
MILLENNIUM MANAGEMENT LLC $20,330,515 406,773 0.43% Shares
Ensign Peak Advisors, Inc $19,781,084 395,780 0.41% Shares
Quantinno Capital Management LP $19,516,937 390,494 0.41% Shares
Burgundy Asset Management Ltd. $19,124,006 294,896 0.40% Shares
Fideuram Asset Management (Ireland) dac $18,625,326 377,574 0.39% Shares
VALUEWORKS LLC $18,445,269 369,053 0.39% Shares
Trexquant Investment LP $17,925,077 358,645 0.38% Shares
CITADEL ADVISORS LLC $17,717,910 354,500 0.37% Put option
Mariner, LLC $16,407,227 328,304 0.34% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15,928,626 318,700 0.33% Call option
TWO SIGMA ADVISERS, LP $15,827,138 255,400 0.33% Shares
TUDOR INVESTMENT CORP ET AL $15,607,155 312,268 0.33% Shares
Gradient Investments LLC $15,438,505 308,894 0.32% Shares
Swiss National Bank $15,378,846 307,700 0.32% Shares
IEQ CAPITAL, LLC $15,262,005 305,363 0.32% Shares
CAPTRUST FINANCIAL ADVISORS $15,104,008 302,201 0.32% Shares
Cubist Systematic Strategies, LLC $13,920,657 212,789 0.29% Shares
ALGERT GLOBAL LLC $13,748,798 275,086 0.29% Shares
MERCER GLOBAL ADVISORS INC /ADV $13,516,158 270,431 0.28% Shares
UBS Group AG $13,202,417 264,154 0.28% Shares
Cerity Partners LLC $12,897,081 258,045 0.27% Shares
PEAK6 LLC $11,470,410 229,500 0.24% Put option
Amundi $11,407,236 228,236 0.24% Shares
JANE STREET GROUP, LLC $11,327,667 226,644 0.24% Shares
STATE OF WISCONSIN INVESTMENT BOARD $11,250,198 225,094 0.24% Shares
Focus Partners Wealth $10,912,349 218,333 0.23% Shares
Azora Capital LP $10,583,665 211,758 0.22% Shares
Nuveen, LLC $10,448,769 209,059 0.22% Shares
FIRST MANHATTAN CO. LLC. $9,855,202 197,183 0.21% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $9,825,068 196,580 0.21% Shares
Nuveen Asset Management, LLC $9,781,890 124,769 0.20% Shares
Rock Point Advisors, LLC $9,709,465 194,267 0.20% Shares
California Public Employees Retirement System $9,587,663 191,830 0.20% Shares
BARCLAYS PLC $9,496,200 190,000 0.20% Put option
JACOBS LEVY EQUITY MANAGEMENT, INC $9,493,401 189,944 0.20% Shares
Sequoia Financial Advisors, LLC $9,143,053 182,934 0.19% Shares
Man Group plc $9,109,305 182,259 0.19% Shares
Point72 Asset Management, L.P. $8,471,610 169,500 0.18% Call option
OPPENHEIMER & CO INC $8,213,263 164,331 0.17% Shares
D. E. Shaw & Co., Inc. $8,131,746 162,700 0.17% Put option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7,936,374 158,791 0.17% Shares
WOLVERINE TRADING, LLC $7,872,546 118,100 0.16% Call option
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $7,606,806 152,197 0.16% Shares
Waterfront Wealth Inc. $7,581,884 145,554 0.16% Shares
VANGUARD ASSET MANAGEMENT, Ltd $7,522,590 150,512 0.16% Shares
Chou Associates Management Inc. $7,458,863 149,237 0.16% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7,404,705 179,421 0.16% Shares
Merrion Investment Management Co, LLC $7,391,790 147,895 0.15% Shares
ExodusPoint Capital Management, LP $7,331,416 146,687 0.15% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7,294,773 168,657 0.15% Shares
D. E. Shaw & Co., Inc. $7,262,094 145,300 0.15% Call option
BNP PARIBAS FINANCIAL MARKETS $7,239,653 144,851 0.15% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $7,234,155 144,741 0.15% Shares
AMERIPRISE FINANCIAL INC $7,209,865 144,255 0.15% Shares
Y-Intercept (Hong Kong) Ltd $7,042,682 140,910 0.15% Shares
LEE DANNER & BASS INC $6,987,754 139,811 0.15% Shares
LOOMIS SAYLES & CO L P $6,967,962 139,415 0.15% Shares
Point72 Asset Management, L.P. $6,923,629 138,528 0.15% Shares
Lafayette Investments, Inc. $6,883,761 137,730 0.14% Shares
1492 Capital Management LLC $6,832,316 136,701 0.14% Shares
JANE STREET GROUP, LLC $6,657,336 133,200 0.14% Put option
Schonfeld Strategic Advisors LLC $6,561,772 131,288 0.14% Shares

Company insiders 38 insiders · 13 officers · 22 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Richard B Handler CEO May 29, 2026 A 12,549,867 0 0 $0
Matthew Scott Larson EVP, CFO May 29, 2026 A 99,010 0 0 $0
Teresa S Gendron Chief Financial Officer Sept. 1, 2014 A 30,084 0 0 $0
Joseph A Orlando JR Vice President and CFO Dec. 13, 2012 A 1,068 0 0 $0
Justin Rex Wheeler Vice President and COO July 25, 2014 F 89,865 0 0 $0
Michael J. Sharp EVP and General Counsel May 29, 2026 A 167,663 0 0 $0
Joseph S. Steinberg Chairman of the Board Nov. 14, 2024 P 2,339,079 0 0 $0
Rocco J Nittoli VP, Chief Compliance Officer July 28, 2022 S 0 0 0 $0
Connor Joseph M O Vice President Dec. 13, 2012 A 0 0 0 $0
Thomas E Mara Executive Vice President Dec. 13, 2012 A 0 0 0 $0
Barbara L Lowenthal Vice President and Comptroller Dec. 13, 2012 A 38,788 0 0 $0
H E Scruggs Vice President Dec. 11, 2006 A 36,284 0 0 $0
Mark Hornstein Vice President Dec. 22, 2003 G 40,130 0 0 $0
SUMITOMO MITSUI FINANCIAL GROUP, INC. Director July 10, 2026 M 40,579,081 2 0 $662,543,178
Melissa Weiler Director May 29, 2026 A 39,982 0 0 $0
Matrice Ellis-Kirk Director May 29, 2026 A 31,982 0 0 $0
Kane Michael T O Director May 29, 2026 A 132,492 0 0 $0
Robert D Beyer Director May 29, 2026 A 112,756 0 0 $0
Maryanne Gilmartin Director March 26, 2026 A 57,293 0 0 $0
Jacob M Katz Director March 26, 2026 A 57,293 0 0 $0
Linda Adamany Director March 26, 2026 A 84,759 0 0 $0
Thomas W Jones Director March 26, 2026 A 76,701 0 0 $0
Jefferies Financial Group Inc. Director March 20, 2024 J 0 0 0 $0
Barry J Alperin Director March 29, 2023 A 53,137 0 0 $0
Francisco L Borges Director March 26, 2021 A 68,058 0 0 $0
Patrick W Campbell Director Nov. 30, 2018 A 120,609 0 0 $0
Jeffrey C Keil Director Nov. 30, 2018 A 45,165 0 0 $0
Michael Sorkin Director May 15, 2012 A 0 0 0 $0
James E Jordan Director May 15, 2012 A 124,750 0 0 $0
Jesse Clyde Nichols III Director May 15, 2012 A 164,642 0 0 $0
Paul M Dougan Director May 15, 2012 A 20,750 0 0 $0
Alan J Hirschfield Director May 15, 2012 A 40,000 0 0 $0
Lawrence D Glaubinger Director April 30, 2009 M 234,000 0 0 $0
FRIEDMAN BRIAN P — Aug. 7, 2026 G 2,008,247 0 1 $-52
Stuart Harry Reese — April 12, 2021 S 33,756 0 0 $0
Robert Eugene Joyal — Aug. 28, 2020 A 106,985 0 0 $0
Richard G Dooley — June 26, 2013 S 328,696 0 0 $0
Ian M. Cumming — March 1, 2013 A 18,726,054 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 79 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Jefferies Financial Group Inc., Jefferies LLC ×9 filings June 5, 2024 — Initial filing — SEC
Jefferies Financial Group Inc., on behalf of itself and its controlled subsidiaries ×8 filings Nov. 7, 2023 — Initial filing — SEC
Joseph S. Steinberg ×3 filings July 5, 2023 — Initial filing — SEC
Jefferies Financial Group Inc. S.S. or ×3 filings May 29, 2019 — Initial filing — SEC
Jefferies Financial Group Inc. (f/k/a Leucadia National Corporation), on behalf of itself and its controlled subsidiaries ×2 filings March 13, 2019 — Initial filing — SEC
Leucadia National Corporation, on behalf of itself and its controlled subsidiaries ×8 filings March 1, 2018 — Initial filing — SEC
Leucadia National Corporation ×25 filings Feb. 27, 2018 — Initial filing — SEC
Leucadia National Corporation S.S. or ×4 filings March 31, 2017 — Initial filing — SEC
Ian M. Cumming ×8 filings Nov. 4, 2013 — Initial filing — SEC
Jefferies Group, Inc. Nov. 20, 2012 — Initial filing — SEC
Ian M. Cumming S.S. OR, Joseph S. Steinberg S.S. OR May 17, 2011 — Initial filing — SEC
Leucadia National Corporation 2), Phlcorp, Inc. 2), Baldwin Enterprises, Inc. 2), BEI Arch Holdings, LLC 2), BEI – Longhorn, LLC 2) ×5 filings Oct. 5, 2010 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person May 8, 2008 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 5, 2008 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 27, 2008 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 110 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FDIV · EA Series Trust 1.97% 29,753 NS April 30, 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1.39% 308,928 NS April 30, 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 1.13% 43,211,000 Aug. 8, 2026 Daily
IAI · iShares Trust 0.82% 198,255 SH Aug. 8, 2026 Daily
HIDV · AB Active ETFs, Inc. 0.64% 23,142 NS May 31, 2026 N-PORT
TMFX · RBB Fund, Inc. 0.54% 3,289 NS May 31, 2026 N-PORT
IJJ · iShares Trust 0.52% 833,509 SH Aug. 8, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.49% 22,062 NS April 30, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.47% 140,422 SH Aug. 8, 2026 Daily
RFV · Invesco Exchange-Traded Fund Trust 0.46% 27,830 SH Aug. 8, 2026 Daily
ABCS · EA Series Trust 0.45% 967 NS May 29, 2026 N-PORT
SMDX · Tidal Trust III 0.40% 10,366 NS April 30, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.38% 91,257 SH Aug. 8, 2026 Daily
MIDE · DBX ETF Trust 0.35% 223 NS May 29, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.33% 21,404 NS April 30, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.32% 88,182 NS April 30, 2026 N-PORT
XJH · iShares Trust 0.29% 22,104 SH Aug. 8, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.27% 24,869 NS April 30, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.26% 20,020 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.25% 5,643,002 SH Aug. 8, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.24% 8,255,000 Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.23% 18,846 NS April 30, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.22% 264,341 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.22% 162,534 SH Aug. 8, 2026 Daily
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 19,556 NS April 30, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.21% 35,403 SH Aug. 8, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.20% 26,070 NS April 30, 2026 N-PORT
DFVE · DoubleLine ETF Trust 0.19% 1,273 NS March 31, 2026 N-PORT
MVV · ProShares Trust 0.19% 5,714 NS May 31, 2026 N-PORT
ISCV · iShares Trust 0.19% 23,232 SH Aug. 8, 2026 Daily
BSMR · Invesco Exchange-Traded Self-Indexe… 0.18% 610,000 Aug. 8, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.17% 7,707,000 Aug. 8, 2026 Daily
SCHM · SCHWAB STRATEGIC TRUST 0.16% 446,793 NS May 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.16% 2,738 NS April 30, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 64,675 NS April 30, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.15% 2,083,582 SH Aug. 8, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.15% 4,257 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.14% 74,396 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.14% 7,231 SH Aug. 8, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.13% 160,000 Aug. 8, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 20,436 NS April 30, 2026 N-PORT
UMDD · ProShares Trust 0.13% 798 NS May 31, 2026 N-PORT
IYF · iShares Trust 0.13% 101,113 SH Aug. 8, 2026 Daily
IYG · iShares Trust 0.13% 49,131 SH Aug. 8, 2026 Daily
SMMD · iShares Trust 0.11% 76,166 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.10% 17,783 SH Aug. 8, 2026 Daily
AVMC · AMERICAN CENTURY ETF TRUST 0.10% 7,583 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.10% 279,885 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.09% 1,876,795 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.09% 3,282,377 SH Aug. 8, 2026 Daily